Spotlight Workshop: Using the Kofax Insurance Storyboard

Bo Jin, Sr. Solutions Architect Michael Schechter, Sales Engineer

Capture Enabled Business Process Management Storyboard

Showcase the Capture Enabled Business Process

Management storyboard
Present how to use this storyboard sales tool

To qualify, inspire and speed up the sales process

See an out of the box demonstration of the Insurance

Claims use case that is on your USB stick

Capture Enabled Business Process Management Storyboard

Products used in this storyboard
Microsoft Windows 2008 Microsoft SharePoint 2010 Microsoft Office 2010

Capture Enabled Business Process Management Storyboard

In order to run this storyboard you must be a certified partner

for:
Kofax Capture

Kofax Transformation Modules

Kofax Capture Import Connector Kofax Total Agility

For more information or to get certified please visit: http://www.kofax.com/training/

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Storyboard
Capture Enabled Business Process Management

The Capture Enabled BPM Storyboard summarised

The process inefficiency challenges facing businesses in todays world

The changing face of business

Velocity of business
Globalization, Outsourcing, New competition from across the world

The changing workforce

Job sharing, Working from home, mobile working

Consumer technology
Smartphones, Mobile working, On Demand expectation

Political and Economic

Global finances, Austerity, Legislation, Move to service economies

The changing face of business

Velocity of business
Globalization, Outsourcing, New competition from across the world

The changing workforce

Job sharing, Working from home, mobile working

Consumer technology
Smartphones, Mobile working, On Demand expectation

Political and Economic

Global finances, Austerity, Legislation, Move to service economies

The changing face of business

Velocity of business
Globalization, Outsourcing, New competition from across the world

The changing workforce

Job sharing, Working from home, mobile working

Consumer technology
Smartphones, Mobile working, On Demand expectation

Political and Economic

Global finances, Austerity, Legislation, Move to service economies

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Fast moving market greater need for places compliance

Ensuring your business processes are more agile has never been more important

..a changing workforce and pressure to be efficient.

Business Processes: Many information sources, often disconnected

Finance Legal

Service

Admin

IT Systems

Compliance

Management

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Business Processes: Many information sources, often disconnected

Multiple Points of Origination

Legal

Finance

Multiple media types Multiple manual steps Admin

IT Systems

Service

Multiple parties involved

Compliance

Are your processes and people agile?

Management

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The Business Process Spectrum

Capture Enabled BPM solutions deliver value across the complete process spectrum
UNPREDICTABLE PRACTICES Pre-defined processes Each case is different

Little or no worker discretion

Highly controlled Can be easily automated

Involves human judgement and discretion

Involves knowledge workers Goal driven CASE MANAGEMENT

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Are your processes and people agile?

What are your complex processes and how do they rely on information and documentation flow? Do you have dynamic and ever changing cases, where each
situation can be different and needs knowledge workers to make quick and effective decisions?

What are the pressures from external sources, causing additional time, cost and process interruptions?

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Are your processes and people agile?

What are your complex processes and how do they rely on information and documentation flow? Do you have dynamic and ever changing cases, where each Is your be different agile enough to face these situation canbusinessand needs knowledge workers to make quick challenges? and effective decisions? What are the pressures from external sources, causing additional How can Kofax interruptions? time, cost and processhelp drive the agility of your business processes?

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How Kofax addresses these challenges

Product Vision & Strategy Our Guiding Principles

Capture Enabled BPM solutions

Point of Origination
Capturing content at the initiation point of a business process

2
3

Touchless Processing
Eliminating or minimizing human intervention throughout a business process

Enterprise Ready
Ensuring compliance and interoperability with IT infrastructure & applications

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Value Proposition: Capture Enabled BPM

Paper documents

Social collaboration

Mobile applications

Electronic formats
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Value Proposition: Capture Enabled BPM

Paper documents
Paper Fax Email SMS XML Office

Social collaboration

Mobile applications

PDF
Social

Electronic formats
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Value Proposition: Capture Enabled BPM

Paper Fax Email SMS XML Office PDF Social

BPM
Understand Decide Understand SharePoint Decide Portal ECM/RM ERP/LOB/CRM Database

INFORMATION CAPTURE

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Value Proposition: Capture Enabled BPM

2
Paper Fax Email SMS XML

Touchless processing

BPM
Communicate Understand Separate Capture Classify Extract Decide Validate Understand SharePoint Decide Portal ECM/RM ERP/LOB/CRM Database

Office PDF Social

Point of Origination 1 Capture your documents and data

Enterprise ready

Transform that data into information

Drive business process agility with captured information Adapt to the velocity of your changing business
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Capture Enabled BPM Delivers Business Benefits

Lower operating costs

CAPTURE
BPM

Better customer service Increased efficiency More agile processes Better customer service Faster processing Better information quality Greater regulatory compliance

+ =

Dynamic Case Management

Enhanced productivity

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Insurance Claims Processing Use Case

Insurance Claims Use Case

Credit hire notification

Personal Injury Notification

Claim notification
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Insurance Claims Use Case Mailroom Capture

1
Point of Origination
Loss Adjuster documents emailed Claim handler accepts case

Claim handler selects Loss Adjuster

Claim handler reviews documents

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
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Validate

Export

Insurance Claims Use Case E-mail and Remote Capture

1
Point of Origination

Loss adjuster can re-submit the form via e-mail or web capture

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
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Validate

Export

Insurance Claims Use Case Invoice processing

1
Point of Origination
AP waits for invoice Claim handler reviews loss document

Claimant Notified by Email

Claim handler selects repairer

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
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Validate

Export

Insurance Claims Use Case - Complete

1 2 3

Point of Origination

AP clerk approves invoice

Touchless processing

Enterprise ready

Process Complete!

Capture

Transform

Deliver

Scan

Classify

Extract
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Validate

Export

Insurance Claims Use Case Supporting Documents

Capture

Transform

Deliver

Scan

Classify

Extract
32

Validate

Export

Demonstration of the use case

Use Case Demo Slides Claim 1 - Motor

Capture Enabled Business Process Management

Insurance Claims Use Case Mailroom Capture

1
Point of Origination
Loss Adjuster documents emailed Claim handler accepts case

Claim handler selects Loss Adjuster

Claim handler reviews documents

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
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Validate

Export

Create a batch for our mailroom

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Our letters are scanned

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Our letters are classified and extracted ready for validation

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The letters are automatically exported into Total Agility

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The claimant is notified of receipt of the claim

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Insurance Claims Use Case Mailroom Capture

Loss Adjuster documents emailed Claim handler accepts case

Claim handler selects Loss Adjuster

Claim handler reviews documents

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
41 41

Validate

Export

Document enter the Total Agility workflow - Lets select Claim Handler

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The claim handler then can accept the case and send to a loss adjuster

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Looking at the built in process model, we can see where we are at all times

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Looking at the document tracking area we can see what we are waiting for.

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Insurance Claims Use Case E-mail and Remote Capture

1
Point of Origination

Loss adjuster can re-submit the form via e-mail or web capture

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
46

Validate

Export

Open our Loss adjuster e-mail inbox we have received our loss template document to complete

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The document is completed.

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And e-mailed back into the Kofax system

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Kofax automatically processes the document..

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Insurance Claims Use Case Invoice processing

AP waits for invoice Claim handler reviews loss document

Claimant Notified by Email

Claim handler selects repairer

Touchless processing

Enterprise Ready

Capture

Transform

Deliver

Scan

Classify

Extract
51

Validate

Export

Document enter the Total Agility workflow - Lets select Claim Handler

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The loss adjustment process is complete So we allocate a repairer

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Looking at our process map we are now awaiting the invoice from the repairer

Our invoice enters the mailroom and therefore the Kofax process

Document enter the Total Agility workflow - Lets select AP Clerk

The AP clerk accepts their task and approves the invoice

Back to our process its complete!

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Use Case Demo Slides Claim 2 Home

What if something changes?

Capture Enabled Business Process Management

Create another batch for our mailroom and capture a new claim notification

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Notice this document contains urgent and a claim amount suggested by the claimant

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Document enter the Total Agility workflow - Lets select Claim Handler

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New claim ready for processing to a loss adjuster

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Notice this has now been rejected by the loss adjuster and sent back in to TA

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The loss adjuster rejection is noted from the document and updated.

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The customer is also updated telling them it has been rejected

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And the case is closed

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Use Case Demo Slides Trailing Document Capture

Capture Enabled Business Process Management

Open the online portal from ABC Global Website

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Customer Logs into their account

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The Portal allows them to scan or import a document

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The document is captured

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The process is complete

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Thank You.

For further information, please contact:

Max Sample Official Position Phone: +01-664-12354-123 Email: max.sample@Kofax.com